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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

731 managers (733 13F filers) reported a position in DFAT shares at 2025-09-30, 151,707,444 shares in all. 46 filers opened a position and 25 filers sold out during the quarter.

Managers
731
13F filers
733
New
46
Added
280
Reduced
245
Sold out
25
Shares held by filers
151,707,444

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Key Financial Inc4,521$264K0.05%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,483$261K0.01%013F-HRTimelineGroup
Accredited Investors Inc.4,461$260K0.01%-77513F-HRTimeline
SCS Capital Management LLC4,457$259K<0.01%013F-HRTimeline
Destination Wealth Management4,428$258K0.01%-2,83313F-HRTimeline
Busey Bank4,412$257K0.01%013F-HRTimeline
North Capital, Inc.4,397$256K0.2%+2213F-HRTimeline
ASSET PLANNING CORPORATION4,362$254K0.12%new13F-HRTimeline
Woodside Wealth Management LLC4,320$251K0.2%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,301$250K<0.01%-1,33313F-HRTimelineGroup
GeoWealth Management, LLC4,297$250K0.01%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,296$250K<0.01%013F-HRTimelineGroup
Washington Trust Advisors, Inc.4,236$247K0.02%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC4,204$245K0.01%013F-HRTimeline
DAVIS R M INC4,176$243K<0.01%new13F-HRTimeline
Flagstone Financial Management4,113$239K0.06%013F-HRTimeline
SilverOak Wealth Management LLC4,094$238K0.04%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC4,080$237K0.05%-3413F-HRTimeline
GDS Wealth Management4,071$237K0.02%-1913F-HRTimeline
GENTRY PRIVATE WEALTH, LLC4,050$236K0.16%013F-HRTimeline
Core Wealth Management, Inc.4,025$234K0.08%-7313F-HRTimeline
Mokosak Advisory Group, LLC4,023$234K0.06%+1913F-HRTimeline
Pacifica Partners Inc.4,000$233K0.08%013F-HRTimeline
Fisher Asset Management, LLC3,990$232K<0.01%new13F-HRTimeline
D'Orazio & Associates, Inc.3,983$232K0.03%-50013F-HRTimeline
Robinswood Financial LLC3,969$231K0.08%+313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,969$231K<0.01%+613F-HRTimeline
Pettinga Financial Advisors LLC3,956$230K0.04%013F-HRTimeline
Nova R Wealth, Inc.3,920$228K0.1%+1813F-HRTimeline
Summit Financial, LLC3,911$228K<0.01%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC3,900$227K<0.01%-18,90013F-HRTimeline
FF Advisors,LLC3,868$225K0.11%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,855$224K0.01%+71613F-HRTimeline
Wealthspire Advisors, LLC3,825$223K<0.01%-13413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…3,800$221K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources3,785$220K<0.01%+1713F-HRTimelineGroup
Granite Bay Wealth Management, LLC3,717$216K0.06%new13F-HRTimeline
FFT WEALTH MANAGEMENT LLC3,709$216K0.04%013F-HRTimeline
Fermata Advisors, LLC3,700$215K0.05%new13F-HRTimeline
Ironwood Financial, llc3,653$213K0.04%new13F-HRTimeline
USAdvisors Wealth Management, LLC3,643$212K0.07%-7313F-HRTimeline
Cypress Wealth Services, LLC3,635$212K0.03%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,622$211K0.01%new13F-HRTimelineGroup
Caldwell Trust Co3,606$210K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC3,605$210K0.13%013F-HRTimeline
Brio Consultants, LLC3,588$209K0.03%new13F-HRTimeline
SLT Holdings LLC3,565$208K0.14%new13F-HRTimeline
Cadence Bank3,562$207K0.01%new13F-HRTimeline
Integrity Investment Advisors, LLC3,524$205K0.14%new13F-HRTimeline
WestHill Financial Advisors, Inc.3,513$204K0.04%new13F-HRTimeline
Hurley Capital, LLC3,494$203K0.11%-17313F-HRTimeline
Avantax Planning Partners, Inc.3,479$203K0.01%new13F-HRTimeline
Harbor Group, Inc.3,470$202K0.03%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,429$200K0.04%-2,11213F-HRTimeline
Icon Wealth Advisors, LLC3,408$198K0.01%013F-HRTimeline
SJS Investment Consulting Inc.3,336$194K0.03%-1,57113F-HRTimeline
Red Tortoise LLC3,175$185K0.08%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,123$182K0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC2,929$170K0.03%new13F-HRTimeline
AdvisorNet Financial, Inc2,929$170K0.01%+913F-HRTimeline
S.A. Mason LLC2,829$165K0.07%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,824$164K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC2,500$146K0.02%013F-HRTimeline
Clearstead Advisors, LLC2,499$145K<0.01%-3,10613F-HRTimeline
Capital Investment Advisory Services, L…2,489$145K0.01%-40213F-HRTimeline
MOTCO2,352$137K0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,284$133K0.06%-7913F-HRTimeline
Investors Research Corp2,238$130K0.02%013F-HRTimeline
Global Trust Asset Management, LLC2,215$129K0.06%013F-HRTimeline
Glassman Wealth Services2,054$120K0.02%013F-HRTimeline
UMB Bank, n.a.1,983$115K<0.01%-26413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CLEAR INVESTMENT RESEARCH, LLC1,657$96.5K0.13%+613F-HRTimeline
Abound Wealth Management1,620$94.3K0.02%new13F-HRTimeline
SIGNATUREFD, LLC1,609$93.6K<0.01%+113F-HRTimeline
Tortoise Investment Management, LLC1,550$90.2K0.01%013F-HRTimeline
Coston, McIsaac & Partners1,447$84K0.02%013F-HRTimeline
WHITTIER TRUST CO1,329$78.2K<0.01%+113F-HRTimeline
Providence Capital Advisors, LLC1,329$77.4K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,301$75.7K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.1,300$75.7K0.01%013F-HRTimeline
JPL Wealth Management, LLC1,272$74K0.02%new13F-HRTimeline
Retirement Wealth Solutions LLC1,237$72K0.05%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,233$71.8K0.05%013F-HRTimeline
McIlrath & Eck, LLC1,224$71.3K0.01%+50713F-HRTimeline
SITTNER & NELSON, LLC1,213$70.6K0.03%013F-HRTimeline
Annandale Capital, LLC113,341$66K1.15%+8,37113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,123$65.4K<0.01%013F-HRTimelineGroup
Trifecta Capital Advisors, LLC1,116$65K0.01%013F-HRTimeline
HOWE & RUSLING INC1,101$64.1K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC1,009$58.7K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.976$57K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arax Advisory Partners977$56.9K<0.01%-28713F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC976$56.8K<0.01%013F-HRTimeline
CGC Financial Services, LLC942$54.8K0.02%013F-HRTimeline
IAG Wealth Partners, LLC852$49.6K0.01%+66313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…832$48.4K0.01%013F-HRTimeline
Nemes Rush Group LLC796$46.4K<0.01%+15613F-HRTimeline
Integrity Financial Corp /WA786$45.8K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC749$43.6K<0.01%013F-HRTimeline
Intelligent Financial Strategies729$42.4K0.02%013F-HRTimeline
WealthShield Partners, LLC712$41.4K<0.01%013F-HRTimeline
STEPH & CO711$41.4K0.01%013F-HRTimeline
Financial Connections Group, Inc.680$39K0.02%-50013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.655$38.1K<0.01%+24313F-HRTimelineGroup
Mascoma Wealth Management LLC575$33.5K0.01%013F-HRTimeline
Parallel Advisors, LLC541$31.5K<0.01%013F-HRTimeline
Rossby Financial, LCC538$31.4K0.01%-313F-HRTimeline
Tradewinds Capital Management, LLC512$29.8K0.01%013F-HRTimeline
Signature Resources Capital Management,…508$29.5K0.02%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/497$28.9K<0.01%013F-HRTimeline
Rise Advisors, LLC493$28.7K0.01%-233,65513F-HRTimeline
CoreFirst Bank & Trust443$25.8K0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC396$23.1K<0.01%new13F-HRTimeline
United Community Bankin group United Community Bank377$21.9K0.01%013F-HRTimelineGroup
Creative Capital Management Investments…356$20.7K0.01%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.319$18.6K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…309$18K0.01%013F-HRTimeline
Security National Bank295$17.2K<0.01%new13F-HRTimeline
Pineridge Advisors LLC195$11.3K<0.01%+113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC170$9.9K<0.01%013F-HRTimeline
Truvestments Capital LLC162$9.45K<0.01%-26213F-HRTimeline
Westside Investment Management, Inc.114$6.66K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.112$6.52K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC89$5K<0.01%new13F-HRTimelineGroup
Quent Capital, LLC83$4.83K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT57$3.32K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC44$2.54K<0.01%+113F-HRTimeline
Physician Wealth Advisors, Inc.36$2.1K<0.01%013F-HRTimeline
Archer Investment Corp35$2.04K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC31$1.8K<0.01%013F-HRTimeline
Transce3nd, LLC367$00%-92513F-HRTimelineValue filed as zero, left out of ratios.